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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,559 | $72,071-64.5% | $68,368-62.6% | $137,256-81.4% |
| Participation rate | 46.2% | 76.2%-30.1pp | 73.8%-27.6pp | 80.0%-33.8pp |
| Annual return | 17.91% | 353.14%-335.2pp | 292.57%-274.7pp | 220.34%-202.4pp |
| Employer contribution / active EE | $1,393 | $2,788-50.0% | $2,649-47.4% | $4,156-66.5% |
| Participant deferral / active EE | $1,393 | $4,410-68.4% | $4,123-66.2% | $6,407-78.3% |
| Admin fee / account holder | $514 | $5,336-90.4% | $5,150-90.0% | $12,270-95.8% |